by Monique Kleinhuizen | Jan 27, 2023 | Charitable Giving, Estate Planning, Family Resources, Legacy, Non-profit Testimonials, Nonprofit Resources, Resources
Our focus is on legacy planning…but we’re always helping donors identify the most effective ways to give charitably–starting now! There are CRUTs and CRATs and DAFs and ILITs and QCDs, and while we’ve just scratched the surface of the many charitable giving tools out...
by matt | Jan 26, 2021 | Non-profit Testimonials
“I feel like nonprofits spend too much time on money. The work that Apex did has taken away some off the stress of how to pay bills. It’s allowed our organization to be secure and increase the work we’re doing. I’m getting ready to retire, and now I...
by matt | Jan 26, 2021 | Non-profit Testimonials
“I think there’s a shift happening right now in fundraising, where organizations are asking, ‘How can we impact the donor?’ Instead of, ‘How can we get the donor to give to us?’ Legacy planning allows nonprofits like ours to do exactly...
by matt | Jul 17, 2019 | Non-profit Testimonials
The words I use to describe Apex Legacy Consultants work are professional, knowledgeable, adaptable and warm. Apex comes in with confidence and kindness – true professionals from the moment they walk into the room. Their experience with a myriad of gifting...
